M&A Activity in Lower Middle Market


M&A Activity in Lower Middle Market

Current status of M&A market for privately held, lower middle market business. Particular attention paid to types of opportunities lower middle market PE firms are pursuing along with current pricing multiples and deal structures. Role of strategic vs financial buyer also addressing growing importance of family offices.


Learning Objectives:

  • Allow audience to become familiar with current pricing and trends concerning middle market activity.
  • Audience will also insight into ancillary topics concerning ownership transition, addressing management concerns, execution process, due diligence, etc.


About the Presenters:

Learn from industry experts Daniel McBroom and John Ferrara

Meet the Presenters


Thanks to our sponsor, this event is free to attend!



This meeting will be held at UBS Financial Services, Inc.

Address: One Post Office Square, Floor 34, Boston, MA 02109


The EPI Greater Boston Local Chapter is different than other groups because it brings together a diverse group of professionals from a wide range of specialties that can naturally work collaboratively on exit planning, succession planning, value growth, transaction or any engagement from both sides of the equation. The chapter meets regularly to network, reconnect, grow knowledge, and sharpen their skills with a common goal: Change the outcome for transitioning business owners. Make plans to join us for future events and connect with the local leadership by visiting www.EPIBoston.org

About the Presenters

Daniel McBroom

Daniel McBroom

Co-Head of Investment Banking Services, Capstone Headwaters


John Ferrara

John Ferrara

Founder & CEO, Capstone Headwaters


Continuing Education

This meeting qualifies for the following continuing education credits:

One (1) CPE hour

One (1) CEPA credit

NOTE: Proper documentation must be collected and submitted to qualify for continuing education. For questions regarding awarded continuing education credits, please contact EPI.